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IAC Inc.

IAC Communication Services
$42.24 $-0.62 (-1.45%)
Market Cap: $3.14 B
Gurus Holding
7
Popularity Rank
#978
% of Shares Held
12.90%
Net Activity (Q1 2026)
+$24.74 M

Guru Ownership Trend

Guru Analysis for IAC Inc. (IAC)

IAC Inc. (IAC), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $405.41 M.

Top institutional holders include Mason Hawkins and Chris Davis.

Notably, Mason Hawkins has expressed high conviction in this stock, allocating 7.92% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $24.74 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 44.9%. Conversely, Chris Davis reduced exposure by 4.0%.

Key Holders

Top 5 by Value

$161.03 M
$96.6 M
$88.13 M
$13.55 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$30.62 M
Total Buy Value
New Buys 0
Additions 5
-$5.88 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for IAC Inc. (IAC)

Major holders include Mason Hawkins ($161.03 M), Chris Davis ($96.6 M), Cliff Asness ($88.13 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 9.6 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $24.74 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited IAC. The total reported sell value was $5.88 M.

Yes, 0 managers opened new positions in IAC, and 5 increased their existing holdings. The total reported buy value was $30.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
7.92% Add 0.8% 4,022,729 $161.03 M Q1 2026
0.44% Reduce -4.0% 2,413,247 $96.6 M Q1 2026
0.04% Add 33.4% 2,203,183 $88.13 M Q1 2026
0.10% Add 25.4% 386,989 $15.49 M Q1 2026
0.13% Add 11.2% 338,597 $13.55 M Q1 2026
0.03% Add 44.9% 217,753 $8.72 M Q1 2026
0.01% 15,187 $607,936 Q1 2026
Date
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Transaction
Value
Shares
Position / Chg
SEC Form